At a Glance
- Tasks: Conduct research, prepare reports, and support clients in financial planning.
- Company: Established financial planning firm with a strong UK presence.
- Benefits: Up to £50,000 salary, hybrid working, and support for qualifications.
- Other info: Collaborative environment with opportunities for professional development.
- Why this job: Join a growing team and make a real impact in financial services.
- Qualifications: 2+ years paraplanning experience and Level 4 Diploma in Financial Planning preferred.
The predicted salary is between 45000 - 50000 £ per year.
Location: Lytham
Contract: Full-time, Permanent
Hours: 37.5 hours per week (9:00am - 5:00pm)
Salary: Up to £50,000 (dependent on experience)
Recruit UK is pleased to be working with a well-established and highly regarded firm based in Lytham. With a strong presence across the UK, the business supports both personal and corporate clients with high-quality financial planning services. Due to continued growth, they are now looking to appoint an experienced Paraplanner to join their expanding team.
Key Responsibilities
- Research: Conduct detailed research on financial products, funds, and technical planning areas to support advisers
- Report Writing: Prepare clear, compliant, and detailed suitability reports for client recommendations
- Client Support: Build strong client relationships by responding to queries and providing ongoing support
- Record Management: Maintain accurate and up-to-date client records, including risk profiles and compliance documentation
- Compliance: Ensure all work aligns with regulatory and legislative requirements
- Industry Awareness: Keep up to date with market trends, regulatory changes, and new financial products
- Collaboration: Work closely with advisers and administrative teams to deliver excellent client outcomes
What's on offer
- Up to £50,000 starting salary (DOE)
- Hybrid & flexible working options
- Support with obtaining industry recognised qualifications
- Competitive holiday and benefits package
Requirements
- Minimum of 2 years' experience in a paraplanning or similar role, with a strong track record of producing detailed reports
- Level 4 Diploma in Financial Planning (or equivalent), or actively working towards it
- Strong understanding of pensions, investments, retirement planning, tax, and financial services regulation
- Excellent written and verbal communication skills, with the ability to explain complex information clearly
- High level of accuracy and strong organisational skills, with the ability to manage multiple tasks effectively
- A collaborative approach and ability to work well within a team environment
- Solid knowledge of industry standards and a commitment to continuous professional development
- Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
To apply, please send your CV.
Paraplanner (Pensions Management) in Lytham St Annes employer: Recruit UK
Join a well-established financial planning firm in Lytham that values its employees and fosters a collaborative work culture. With competitive salaries, a comprehensive benefits package, and the flexibility of hybrid working, this company prioritises your work-life balance while supporting your professional growth through industry-recognised qualifications. Experience a rewarding career where your expertise in pensions management will be appreciated and developed.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions Management) in Lytham St Annes
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruit UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner (Pensions Management) in Lytham St Annes
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
